Seems like a lot of nonsense. I can't see a single publisher in this industry who would be against getting rid of discs, thus allowing them to stop lost sales from used/rental/loaned copies of a game and firmly setting the price that their games will sell for.
The only publisher who would balk at this is Limited Run Games, whose bread and butter is selling overpriced physical copies to the niche collector's market.
People still seem to labor under the illusions that Sony, Xbox, Nintendo, Valve, Epic, Rockstar, Capcom, EA, Ubisoft, or any of the other myriad publishers I can't be assed to mention are their friends. News flash--they are not your friends. They are mega corporations whose only goals are to increase profits and increase stock valuation.
Sony's stock has been on an upswing since the announcement. They're not concerned if they lose some customers as a result as they're looking at cost savings, profits from the digital marketplace, profits from repurposing their plants, and the overall apathy of the majority of gamers who don't make noise on social media and have already been all digital for years now.